Formulating and Facilitating Corporate Strategy

Learn how to facilitate and lead a strategic management process at your organization

Instructed by Blair Cook

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  • Establish a strategic management process at your organization.
  • Facilitate the development and implementation of strategy.
  • Identify how to play an important and leadership role in strategic planning and management.

Are you working in finance and want to play a larger role in the strategy development process of your organization?  Perhaps you see an opportunity to formalize strategy development and execution but aren’t quite sure how to go about it?  This is a course in strategic management.  A course that is going to cover all of the important topics of strategic management from developing mission, vision, and values; to conducting situational analysis; to formulating strategy; to executing strategy. 


The course ties each of the strategic management phases together with facilitation tools and techniques that will allow the learner to make a valuable strategic contribution to their organization.

  • General business experience.
  • Managers, executives, advisors, owners, directors.
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Section 1 : Welcome to the Course!

  • Lecture 1 :
  • I’ll go over the broad topics we’ll cover in the course, as well as review the supplemental material and assignments. I’ll also touch on why the course will you, and what you’ll get out of it once you’ve completed it.

Section 2 : Approaches to strategy development.

  • Lecture 1 :
  • Approaches to strategy development.
  • In this lesson, I’ll tell you about the three ways strategy gets developed. Insight is the most interesting, but perhaps the hardest to develop so I’ll give you a few ideas to stimulate some food for thought.

Section 3 : Mission, vision, and values.

  • Lecture 1 :
  • Mission, vision, and values.
  • No discussion of strategy is complete with developing a clear understanding of future state. But, these are more than just a bunch of meaningless words. Let me tell you what how mission, vision, and values should shape your organization.

Section 4 : Assessing current state.

  • Lecture 1 :
  • Assessing current state.
  • In this lesson, I’m going to discuss the SWOT analysis and why its absolutely the lynchpin to the whole strategic planning process.

Section 5 : Strategy formulation.

  • Lecture 1 :
  • Strategy formulation.
  • In this lesson, I’m going to show you how you take that SWOT analysis from the previous lesson and use it to develop robust strategic alternatives.

Section 6 : Executing strategy.

  • Lecture 1 :
  • Executing strategy.
  • In this lesson, we discuss how strategy should be executed and the controlling mechanism that should be put in place to measure the effectiveness of the strategy.

Section 7 : Conclusions.

  • Lecture 1 :
  • Conclusions.
  • Let’s wrap up the course with a call to action for you to take what you’ve learned an increase your level of participation and influence at the executive table.

Blair Cook,

Blair is a many-time corporate director, CFO, author, speaker, educator, innovator, and thought leader. His educational videos of accounting and finance have million of views on YouTube. He has keynoted and spoken at national conferences from New York to Toronto. Along with Jen, he co-hosts CPA Canada’s podcast series “CPA Success Podcast.” He works with real businesses to experiment with theories and practices developed both in the academic and real world. He then shares these experiences and stories with others of what works, what doesn’t, and what was learned. He is the author of The Illiterate Executive: An Executive’s Handbook for Mastering Financial Acumen.
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